Our fixed income investment philosophy is designed to provide positive rates of return in various economic environments as well as reduce the volatility in large portfolios by seeking a more conservative investment mix. Portfolios are structured in the 1 - 10 year maturity range with an emphasis placed in short to intermediate maturity sector. The maturity structure of the portfolio will be adjusted based on our interest rate outlook.
Managing risk and generating income
- We believe that bonds should be owned to preserve capital and generate current income.
- We believe safety and capital preservation come before yield. This is especially the case in today’s low interest rate environment.
- While we do not view bonds as trading vehicles, we believe that the active management of bond holdings can add value to fixed income portfolios. We will adjust holdings as market conditions dictate.
- We invest in the safest fixed income instruments, US Treasury Notes and Bills.
Our Strengths
- Concentrated portfolio construction reflects conviction rather than benchmark
- Proprietary investment disciplines developed over 40 years
- Stable, veteran team with high level of accountability
- Attentive and individualized service to every client
- Special reporting for captive insurance clients
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